Experienced Financial Advisor

Job Description

Job Description

Grow your financial advisory practice with the support of an established financial services organization. At Principal, you'll have access to innovative retirement, employee benefits, and wealth management solutions designed to help small and mid-sized businesses attract, retain, and support their employees while helping business owners achieve their long-term financial goals.

We're seeking experienced Financial Advisors who are passionate about building relationships, growing their practice, and delivering personalized financial strategies. Through Principal's technology-enabled platform, business development resources, and experienced leadership team, you'll spend less time on administrative tasks and prospecting challenges and more time focused on serving clients and expanding your impact.

What We Offer
- Access to business-owner and employer-focused opportunities
- Retirement, employee benefits, and wealth management solutions
- AI-powered prospecting and client engagement tools
- Mentorship, coaching, and support from experienced leaders
- Marketing and business development resources
- Flexible practice-building environment
- Competitive compensation and growth opportunities
- The strength and reputation of a Fortune 500 financial services organization
Compensation:

$100,000+ at plan yearly

Responsibilities:

• Maintain expertise in financial planning strategies, retirement solutions, wealth management, and industry trends to provide clients with informed recommendations
• Develop and maintain long-term client relationships through consultative planning, proactive communication, and exceptional service
• Leverage AI-powered prospecting and business development tools to identify qualified opportunities and connect with businesses seeking retirement, benefits, and wealth management solutions
• Utilize technology, planning resources, and data insights to enhance client meetings, improve efficiency, and strengthen relationships
• Collaborate with leadership, specialists, and experienced advisors to share best practices and support continued professional development
• Deliver personalized financial strategies and recommendations that help clients achieve their financial goals and make informed decisions
• Build a client-focused financial advisory practice serving business owners, professionals, and organizations within the small and mid-sized business market

Qualifications:

• Strong networking, consultative sales, and client relationship management skills
• Commitment to continuous learning and professional development through coaching, mentorship, and collaboration
• Experience developing financial strategies and presenting recommendations to clients
• Self-motivated with the ability to manage an independent practice while leveraging organizational resources and support
• 3+ years of experience in financial services, wealth management, financial planning, insurance, banking, or a related advisory profession
• Desire to leverage Principal's brand, technology, and comprehensive solutions to expand market presence and deliver greater value to clients
• Must hold FINRA Series 7 and Series 66 registrations licenses
• Proven ability to build, retain, and grow a client base through relationship-focused business development

About Company

You’ll join a nationwide network of affiliated financial professionals partnering with Principal, with the autonomy to grow your practice your way. Principal is a recognized leader in solutions for small and mid-sized businesses, offering expertise in retirement, employee benefits, business protection, and asset management.

We understand every practice is unique. That’s why we offer flexible affiliation options, along with a variety of team structures and benefit choices—all backed by robust resources, technology, and support. Our model delivers the backing of an established firm with a payout structure that reflects an independent approach.

And just as we help businesses provide meaningful benefits, we do the same for you—offering more than traditional compensation, with support designed to help you grow and succeed long term.